Becky has more than 20 years of experience in the investment advisory business in a variety of capacities, including relationship and portfolio management, research and trading. She has been with Coldstream Wealth Management since April 2017, when Rainier Group Investment Advisory merged with Coldstream. She joined Rainier Group as the Director of Portfolio Management and then transitioned to the role of Wealth Manager. Prior to joining Rainier Group, Becky was a Director at Freestone Capital Management, another Seattle-based investment advisory firm. She has also held positions of bond analyst for GE Financial Assurance and financial advisor at Prudential Securities.
Becky has a Bachelor of Arts degree from McGill University, a portion of which she completed at the Free University in Berlin. She also has a Masters of Business Administration from the University of Washington. Becky holds designations of Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM), and she is a member of the CFA Society of Seattle.
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THE MOST TREASURED THING I OWN
My husband and I bought a sailboat 6 years ago that we hope to take across an ocean (at least one!) someday.
ONE PIECE OF ADVICE
Don’t let perfect be the enemy of good. In my experience, small steps towards a goal are more lasting and sustainable versus a sudden, sweeping push towards an objective.
In my free time, you’ll find me on the sailboat with my husband and kids exploring the beautiful Salish Sea. I’m an avid knitter and enjoy karaoke, live music, and hosting dinner parties at my home in Edmonds. I am a huge fan of all things in the Pacific NW, and continue to count my move from the east coast to Seattle in 1999 as one of the best decisions of my life.
Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.